Agentforce in Banking: How Leonard Rickey is Bringing Their AI Strategy to Life

In this engaging on-demand webinar, you’ll hear from experts from Leonard Rickey Investment Advisors, Salesforce, and Atrium as they explore the key strategies banks need to implement to thrive in the rapidly evolving financial landscape.

Our speakers will explore the exciting future of banking, with a focus on AI, data, and CRM in the industry. They will explore the opportunities and challenges that lie ahead, strategies for success, and the role of innovation in banking today. Hear from Atrium customer Leonard Rickey, as their COO shares how the organization is thinking about AI and how solutions like Agentforce will help them achieve their business goals.

What you’ll learn:

• The big picture: The major trends and disruptions impacting the banking industry, including the rise of data, AI, and changing customer expectations.
• Strategic priorities for banks in 2025: Customer-centricity, data-driven decision-making, operational excellence, and other imperatives for long-term success.
• Real-world applications: How financial services firms are successfully implementing cutting-edge data and AI strategies — and getting real results.